lehlutz
8.6K posts

lehlutz
@lehlutz
Finance. Personal account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own res




@LynAldenContact In the past, it has always been to the United States’ advantage to coordinate with its allies in Europe. Thus, it was a mistake to attack that only the Europeans (along with the Japanese and Australians) could have prevented.

You’ve heard me warn about the vulnerability of several Asian economies to the fallout from the Middle East War, though I haven’t gone as far as this latest analysis in the NYT. #economy #markets #asia @nytimes #middleeastwar


$spx #SP500 weekly .... where we could end ⭕️

🚨 SPX IS ABOUT TO REPEAT 2022 And nobody is ready for what comes next. 2022: Russia → Ukraine war, Oil +70%, SPX -28%. 2026: U.S. → Iran escalation, Oil → already +70%. And SPX? Still near highs. Still hasn’t reacted. Let me show you something most people ignore: Since 1990, every major oil shock above +50% has been followed by an equity drawdown. 1990 (Gulf War): Oil spike → S&P -20% 2008: Oil → $147 → S&P -57% 2022: Oil +70% → S&P -28% Energy reprices first. Equities lag behind. Then they catch up. Today we've got: – FED hikes rates – Inflation is exploding worldwide – Liquidity tightening This setup didn’t end well in 2008. It didn’t end well in 2022. We’re getting the same conditions again. Remember, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.


The levels that matter in the Dollar $DXY: 100 is the line in the sand. Above it, we enter the pain zone. 98 is the point of control of the past 10-month range. Every anchor leads here. Above it, dollar bulls can press their advantage; below it, bears can reassert the primary downtrend. Confirmation comes below 96. Below, the weak-dollar trade can reaccelerate, fueling emerging market equities and other risk-on themes.


$DXY and $CL will bottom before $SPY top imo













